I want Intercom to auto-assign incoming tickets to the Client Success role from Salesforce Account Teams. Can this be done with a custom field or workflow automation?
Answered
How can I automate assigning incoming conversations based on Salesforce Account Team roles?
Best answer by Graziela
Hii!
First, you'll need to create this custom field. Once that's done, you can set up the rules.
For example:
- When a customer sends their first message → If the audience is TEAM A → Assign to TEAM A's inbox or a specific teammate.
+2Hii!
First, you'll need to create this custom field. Once that's done, you can set up the rules.
For example:
- When a customer sends their first message → If the audience is TEAM A → Assign to TEAM A's inbox or a specific teammate.
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